http://www.infusionsoft.com/

This document will guide you through the steps of connecting Infusionsoft to Summit Evergreen. Use these instructions if you are collecting a one-time payment or using a payment plan. If you are using a subscription-based product, please refer here: http://docs.summitevergreen.com/articles/subscriptions-with-infusionsoft/.

Overview

To connect Infusionsoft to Summit Evergreen, you will need to:

1. Set the thank-you page on your Order Forms or Shopping Cart.
2. Attach the billing notifications to Summit Evergreen.
3. Attach the Person notes to allow for manual refunds and purchase synchronization.

Purchasing Products

Each course needs to be set up as a separate product within Infusionsoft, with the SKU field set to be the same SKU as your course in Summit Evergreen. The SKU of the product is passed to Summit Evergreen at purchase time, and this provides the glue between the two systems.

You can find your course’s SKU in Summit Evergreen in the “Structure” – “Tiers” section. Pricing and payments will be connected automatically.

Setting Up Infusionsoft for Connecting to Summit Evergreen

Payment information is sent to Summit Evergreen whenever a credit card is charged. This occurs through the use of the “When an autocharge attempt is made” Billing Action in the E-Commerce section.

1. In Infusionsoft, in the Main Menu, select E-Commerce > Settings
2. In the left column, select “Billing Automation”
3. Choose the Trigger Type “When an autocharge attempt is made”
4. Click “Add Trigger”
5. Select “When an auto charge SUCCEEDS”
6. In the Actions Menu, select “Send an HTTP post to another Server”
7. Enter your webhook URL in the “Post URL” box:http://my.summitevergreen.com/purchases/webhook/WEBHOOK_KEY/payment/
8. Click “Save”

In step 7 above, replace WEBHOOK_KEY with your account’s webhook key. You can find this URL in your Summit Evergreen Settings / Apps / Infusionsoft section – when you enable Infusionsoft as a payment processor in this section, you will see a field called “Payment Notification URL”, and this is your webhook key. This calls a webhook to Summit Evergreen, which sends the contactId and triggers syncing the purchases for the user.

Setting Up the Order Forms For Registration

Summit Evergreen integrates with both the Infusionsoft Shopping Cart as well as the Infusionsoft Single Order Forms. This allows you to send purchasing users to your Summit Evergreen course for registration and have them start using the product right away.

1. In Infusionsoft, create a new Order Form / Checkout Page
2. Go to the Thank You Page Settings
3. Set “Thank You Page to Display” to “Web Address”
4. Set the thank-you page to be the Summit Evergreen thank-you page for your domain http://EXAMPLE.COM/checkout/thankyou/
5. Check “Pass contact’s information to the Thank You Page”
6. Click “Save”

Setting Up Refunds

Due to the fact that Infusionsoft does not give callbacks when a refund or other non-billing action occurs, refund actions must be performed separately in Infusionsoft.

Set Up your Person Note

1. From the main menu, go to Marketing – Templates
2. In the top right corner, click on “Add a Template” and choose “Note”
3. Set the title to be “Summit Evergreen Refund”
4. Set the Public/Private to be “Private”
5. Click on the “Actions” tab
6. From the Actions menu, choose “Send an HTTP post to another Server”
7. Enter your webhook URL in the “Post URL” box: http://my.summitevergreen.com/purchases/webhook/WEBHOOK_KEY/refund/       (note the word “refund” in this URL)
8. Click “Save”

After refunding a user’s purchase, go to the contact’s main screen and click on the “Person Notes” tab. From there, go to the “Notes” section, choose “Summit Evergreen Refund” from the dropdown box, and then click “Add”. This will attach a “Refunded” note to the user and make an HTTP call to Summit Evergreen, signaling that the system should sync all refunds.

Setting Up Manual Account Syncing

There are some times when you may need to manually add purchases to users in Infusionsoft. In order to make these changes visible in Summit Evergreen, you need an additional “Person Note” to trigger the system synchronization, much like with refunds.

Set Up your Person Note

1. From the main menu, go to Marketing – Templates
2. In the top right corner, click on “Add a Template” and choose “Note”
3. Set the title to be “Summit Evergreen Refund”
4. Set the Public/Private to be “Private”
5. Click on the “Actions” tab
6. From the Actions menu, choose “Send an HTTP post to another Server” Enter your webhook URL in the “Post URL” box: http://my.summitevergreen.com/purchases/webhook/WEBHOOK_KEY/payment/     (note the word “payment” in this URL)
7. Click “Save”

Getting in Touch with People Who Don’t Complete Registration

While the Summit Evergreen registration process is very simple, it is inevitable that some people will close their browser, or for some other reason not be able to complete registration. In order to solve this issue, users who have not completed registration can be sent to a special link in order to re-register for the course.

Any user who has not registered can access the system at: http://EXAMPLE.COM/users/register/USER_EMAIL.

They will then continue with the registration process as if they had just come from your thankyou page.

Smart Infusionsoft Integration: ActionSets #

Infusionsoft supports the use of ActionSets for commands (such as the Summit Evergreen webhook) that you often use.

We recommend creating two ActionSets – one for syncing all the new student’s purchases, and one for processing any refunds the student might have.

Summit Purchase Sync

• From the main menu, choose Marketing > Settings
• Choose “Action Sets” from the left column
• Click “Add an Action Set”
• Enter the name “Summit Purchase Sync”
• From the Actions menu choose “Send an HTTP post to another Server”
• Enter your webhook URL in the “Post URL” box: http://my.summitevergreen.com/purchases/webhook/WEBHOOK_KEY/payment/
• Click “Save”

Summit Refund Sync

• From the main menu, choose Marketing > Settings
• Choose “Action Sets” from the left column
• Click “Add an Action Set”
• Enter the name “Summit Refund Sync”
• From the Actions menu choose “Send an HTTP post to another Server”
• Enter your webhook URL in the “Post URL” box: http://my.summitevergreen.com/purchases/webhook/WEBHOOK_KEY/refund/
• Click “Save”

Now instead of adding the HTTP post URL to each trigger or sync note detailed in the Infusionsoft integration, you can simply choose “Run Another Action Set” from the Action menu and select either the Summit Purchase or the Refund Sync.

Customer Cancellation Option

As one of your course options, you may wish to have a way for customers to cancel their accounts within Summit Evergreen. When integrating with Infusionsoft, you can do this as follows:

• Create a cancellation form in an Infusionsoft campaign – this will serve as a “cancel button”. In this campaign, set up a notification to customer service to manually cancel the customer’s Infusionsoft purchase. If you wish, you can also send the refund webhook in this campaign to cancel the membership in Summit Evergreen.
• Embed this cancellation form into a page in your Summit Evergreen course site.
• Add language in your Summit Evergreen course site asking customers to submit the form if they want to cancel – when they do, it will then kick off your Infusionsoft campaign.

 

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Configuring PayPal and Infusionsoft

1. Login to PayPal
2. Go to Profile menu > More Options
3. Click My Selling Tools
4. Where it says “Instant payment notifications” click “Update”
5. Click “Choose IPN Settings”
6. In the “Notification URL” field type in the following: https://YourAppName.infusionsoft.com/ecommerce/IPN
7. Select the radio button “Receive IPN messages (Enabled)”
8. Click the Save button

NOTE: Due to how Infusionsoft processes payments from PayPal, there may be some issues syncing new purchases. Continue reading, and also check out The PayPal & Infusionsoft integration notes.

Issues with PayPal and Infusionsoft

Depending on your Infusionsoft configuration, Infusionsoft may not recognize a PayPal purchase as a “Successful Charge”. If you are using PayPal checkout on your Infusionsoft order forms, please add the following Billing Action:

1. From the main menu, choose E-Commerce > Settings
2. Choose “Billing Automation” from the left column
3. Choose the Trigger Type “After a successful purchase in the shopping cart or on an order form”
4. Click “Add Trigger”
5. In the Actions menu, choose “Send an HTTP post to another Server”
6. Enter your webhook URL in the “Post URL” box: http://my.summitevergreen.com/purchases/webhook/WEBHOOK_KEY/payment/
7. Click “Save”